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Current Employers
Lifeworks Advisors, Llc

4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-08
  • CA RA
    APPROVED
    Since 2026-04-08

Branch Locations

Laguna Niguel, CA • United States

4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Crawford Investment Counsel, Inc Atlanta GA 08/2013 01/2021
Narrow Gate Wealth Management Llc Dana Point CA 04/2021 08/2022
Mariner Independent San Juan Capistrano CA 08/2022 03/2026
Narrow Gate Wealth Management San Juan Capistrano CA 08/2022 03/2026
Lifeworks Advisors, Llc Laguna Niguel CA 04/2026 Present
Previous Registrations
  • 2022-08-29 → 2026-03-31
    San Juan Capistrano, CA
    Dana Point, CA
  • 2021-05-21 → 2022-12-31
    Narrow Gate Wealth Management Llc
    San Juan Capistrano, CA
  • 2013-12-05 → 2021-02-03
    Atlanta, GA
    Aliso Viejo, CA
  • 2011-10-27 → 2013-09-27
    Glenmore Advisors, Llc
    Atlanta, GA
  • 2005-06-29 → 2010-05-10
    Atlanta, GA
Designations
Other Names
  • Marcos Vann Griffin
  • Marcus Vann Griffin
  • Marcus Vann Griffin

View on SEC IAPD

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